Filed February 11, 2011
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $207,440 | $91,538+126.6% | $129,995+59.6% | $75,163+176.0% |
| Participation rate | 64.7% | 71.4%-6.7pp | 78.5%-13.8pp | 67.2%-2.5pp |
| Annual return | 14.83% | -631.11%+645.9pp | -137.18%+152.0pp | 160.62%-145.8pp |
| Employer contribution / active EE | $1,757 | $2,845-38.2% | $4,320-59.3% | $2,670-34.2% |
| Participant deferral / active EE | $6,551 | $4,341+50.9% | $5,820+12.6% | $4,125+58.8% |
| Admin fee / account holder | $35,933 | $6,790+429.2% | $10,614+238.5% | $5,651+535.9% |